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Re: avocet post# 64026

Wednesday, 01/29/2014 9:30:25 AM

Wednesday, January 29, 2014 9:30:25 AM

Post# of 80868
Advocet, not sure what the issue is. This is a great letter from Brad/Frost. Very professional. It looks like they blew away last quarter to get to $110M. Providing guidance to $150M for this year which will probably end up being a layup for them. Remember promise a lot and deliver even more. I would not be surprised if they end up doing $170M. New products coming out very soon. Uplift still which is blah blah blah. Profitability this year at .20-.22c per share which has them making about $3M which they will probably beat. See above about promise a lot and deliver even more.

I see this as very positive. We will see how the market reacts to this over the next week or two. It might pull back today but who knows. This is all good.